smartphone

Google's (NASDAQ: GOOG) Senior Vice President and Chief Legal Officer, David Drummond, stated on the company's blog Wednesday that rivals Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT), among others, created a "hostile, organized campaign against Android." Drummond writes that "Android's...

Google's (NASDAQ: GOOG) popular Android software now holds almost 50% of the global smartphone market, research firm Canalys announced in a report Tuesday. Of the 56 countries Canalys tracks around the world, Android software led in 35, and hit a global market share of 48%. The worldwide market...

Taking a cue from the current generation's proficiency in technology, The United States Army is continuing to develop on-the-ground smartphone use, and could see a 'limited deployment' later this year. The Army is using smartphones to text message (SMS) updates to superiors, send pictures with an...

Microsoft (NASDAQ: MSFT), Intel (NASDAQ: INTC), and Cisco Systems (NASDAQ: CSCO), once the darlings of Wall Street, had all fallen out of favor. Even though they have protected their turfs well, and are piling cash into their companies quarter after quarter, their stocks had languished for an...

Nokia (NYSE: NOK) announced a new smartphone on Tuesday, featuring a 3.9-inch AMOLED screen made from scratch-resistant curved glass and an 8-megapixel HD-quality-capable video camera. Videos can be experienced in 16:9 widescreen format and the N9 is the world's first smartphone with Dolby Digital...

In the latest competitive twist in Silicon Valley, Oracle Corporation (NASDAQ: ORCL) is seeking damages in the "billions of dollars" in its lawsuit against Google (NASDAQ: GOOG) over a smartphone patent. A court filing unsealed Thursday showed for the first time how much Oracle was seeking in its...

Following sufficient success with its Starbucks Card Mobile payment program (which was tested in select San Francisco, Seattle and Target stores), Starbucks Corporation (NASDAQ: SBUX) has announced that it will extend the program to nearly 300 company-operated stores in New York City and Long...

On the heels of the pending transaction between Hewlett-Packard (HPQ) and Palm (PALM) as well as announced Google (GOOG)-AdMob and Apple (AAPL)-Quattro Wireless, we are left wondering what other players are potential takeover targets for either strategic reasons or opportunistic ones.   Little...

This morning Sony Ericsson (S/E) announced March quarter results, which in our view highlight the growing challenges to be faced by a mobile phone only supplier – read that as one that has a weak smartphone product offering. It also underscores our theme of favoring key suppliers over the device...

Last week several confirming data points emerged that renew our conviction in how to play what we continue to believe is a looming smartphone blood bath. Since initiating coverage on the mobile ecosystem last July, we have been a firm supporter of “buy the bullets, not the guns” – that is, favoring...

This morning Sprint Nextel (NYSE: S) announced it would begin offering a 4G smartphone in the next several months. The chatter suggests it will be an Android powered device that runs on Sprint’s 3G/4G network and will be manufactured by HTC. While this appears to be good news, particularly since it...

The Wall Street Journal is reporting that Motorola (NYSE: MOT) is looking to follow steps by Verizon (NYSE: VZ) and others to bring more services to the home via the TV or more appropriately via the broadband connection. Verizon is already touting the ability to view Facebook and Twitter and there...

Yesterday, Motorola (NYSE: MOT) announced it was splitting itself into two distinct companies through a tax-free spinoff slated to be complete by first quarter 2011. While we applaud the notion that splitting the company into two – one being Mobile Devices and Home with the second being Enterprise...

With the vast majority of mobile phone related companies having reported their December quarter results, we have pushed up our sleeves and sifted through the data. In doing so, several observations have come to light that support our key investment themes for the mobile ecosystem. As a reminder...